]]>By: thttp://blog.timesunion.com/business/cuomo-addresses-apple-fab-speculation-on-fred-dicker-show/55685/comment-page-1/#comment-82900
Tue, 11 Dec 2012 14:09:56 +0000http://blog.timesunion.com/business/?p=55685#comment-82900I think this actually makes a lot of sense – Apple may underwrite a portion of the fab for TSMC to build in the US and supply chips to them, given the Samsung falling-out. The challenge, though is two-fold – TSMC hasn’t been thrilled about US manufacturing since their unhappy experience in Washington State and TSMC next largest global competitor is GF. Would they want to be next to them? Maybe they’re ok with it…UMC sits across the street from them in Taiwan.

However, given a lot of dynamics, I think this is a big opportunity for Marcy…